Forvis Mazars Wealth Advisors
$5.3B Assets Reported
415 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 4,998,917 | $1.6B | 30.4% |
| VEU | VANGUARD INTL EQUITY INDEX F | 7,552,483 | $567M | 10.8% |
| HELO | J P MORGAN EXCHANGE TRADED F | 2,894,024 | $185M | 3.5% |
| VCRB | VANGUARD MALVERN FDS | 2,051,110 | $159M | 3.0% |
| SCHB | SCHWAB STRATEGIC TR | 6,230,006 | $156M | 3.0% |
| AGG | ISHARES TR | 1,525,036 | $151M | 2.9% |
| VOO | VANGUARD INDEX FDS | 223,124 | $133M | 2.5% |
| FBND | FIDELITY MERRIMACK STR TR | 2,818,729 | $129M | 2.4% |
| IVV | ISHARES TR | 171,207 | $112M | 2.1% |
| TSPA | T ROWE PRICE ETF INC | 2,700,185 | $110M | 2.1% |
Track Forvis Mazars Wealth Advisors's 13F portfolio: $5.3B in reported holdings, 415 positions. Top holdings, AUM, and quarterly changes on SentiSense.